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Webhooks Module for Perfex CRM

Send webhook notifications on CRM events and integrate with third-party services like Zapier, Xero, and Mailwizz.

Overviewโ€‹

The Webhooks module allows your Perfex CRM to send HTTP POST notifications (webhooks) to external URLs whenever specific events occur within the CRM. This enables real-time communication between Perfex CRM and any third-party service that accepts webhooks โ€” including popular platforms like Zapier, Xero, and Mailwizz.

How Webhooks Workโ€‹

When a configured event occurs in Perfex CRM (e.g., a new invoice is created or a lead status changes), the module automatically sends a webhook notification containing the relevant data to your specified endpoint URL. The receiving service can then process this data and trigger further actions.

IntegrationUse Case
ZapierTrigger Zaps to automate workflows across 7,000+ apps
XeroSync financial data and automate accounting workflows
MailwizzUpdate email lists and trigger campaigns based on CRM events
CustomSend data to any service that accepts webhook POST requests
info

Webhooks are a powerful way to connect Perfex CRM with external systems without requiring the external service to constantly poll for updates. Events are pushed in real-time as they occur.

Requirementsโ€‹

Before installing the module, ensure you have:

  • An active Perfex CRM installation
  • PHP 7.4 or higher on your server
  • The cURL PHP extension enabled (required for outgoing HTTP requests)
  • A valid license key for the module
  • An endpoint URL from the service you want to integrate with

Installation & Activationโ€‹

Follow these steps to install and activate the Webhooks module:

  1. Extract your download and locate upload.zip.
  2. In Perfex CRM, go to Setup โ†’ Modules.
  3. Upload upload.zip and press Install.
  4. Click Activate and enter your license key.

After Installationโ€‹

Once activated, you can begin configuring webhooks:

  1. Navigate to the module settings in Perfex CRM.
  2. Add a new webhook by specifying the event trigger and the destination URL.
  3. Configure the payload โ€” select which data fields to include in the notification.
  4. Test the webhook to verify that the receiving service receives the data correctly.
  5. Enable the webhook โ€” it will now fire automatically whenever the configured event occurs.
Delayed Notifications

Delayed notifications require a separate cron job to be configured on your server. Configure it as explained in the Cron Settings menu within the module. Without this cron job, delayed notifications will not be sent.

tip

Start by setting up a test webhook using a service like webhook.site to inspect the data payload before connecting to your production service. This helps you verify the structure and content of the webhook notifications.

Supportโ€‹

If you encounter any issues during installation or webhook configuration, visit the Themesic Support Portal to open a support ticket.